Contacts – Qymatix Sales Analytics Software
If you are using the CRM, the Professional or Advanced version or the Qymatix Sales Analytics Software, you will be able to access a list of your contacts as well. Contacts are persons or connections working into your accounts.
The contacts view has a similar structure to the account view — organised in two tabs: all ordered alphabetically and recent contacts.
Contact detailed view
If you click into one contact, you will navigate to its detailed view, where you can fill or edit the pre-defined fields in the person.
Contacts are essential to keep a clear record of with whom your sales team is engaging.
Qymatix Expert Tip: Use new sales activities or the comments field to keep special notes about your favourite contacts.
This online manual reflects the functionality of Qymatix Predictive Sales SaaS version 0.5.0. Variations may occur with more advanced versions of the tool.